Meet Jonathan Leonard

Jonathan Leonard, founder of Leonard Financial Solutions, became an independent fiduciary driven by his strong desire to improve the lives of everyone he meets. Throughout his career, Jonathan has worked for non-profit organizations and in church ministry. Seeking a change while remaining passionate about helping people, Jonathan transitioned into the insurance and financial services industry. He provides his clients with access to top products and employs holistic strategies to create comprehensive plans.

Jonathan's primary focus is building his practice on honesty and integrity. He prioritizes serving his clients' best interests over making a sale. If you have an existing policy or plan that suits your needs, Jonathan will always confirm that you are well taken care of. He prides himself on ensuring that every client finds value in their time with him.

Since its founding in 2017, Leonard Financial Solutions has quickly grown into one of the most trusted virtual advisors in the country. We have been featured on ABC, NBC, CBS, Fox, AP News, Yahoo Finance, and other prominent platforms.

With over 50 five-star reviews on Google and an A+ rating with the Better Business Bureau, we are highly regarded, trusted, and nationally recognized, working with clients across the country.

At Leonard Financial Solutions, we specialize in using the Two-Bucket Strategy to optimize growth and protection for your retirement assets. We provide holistic planning that covers all aspects of your financial future, including Medicare and Social Security planning.

We guide our clients through every step, ensuring a secure and fulfilling retirement.

Schedule an appointment with Jonathan today to experience the difference for yourself!